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Job Summary
As a Personal Financial Consultant at RHB Bank Berhad, you will be instrumental in helping clients achieve their financial goals through expert advice and tailored solutions. You will build lasting relationships, understand individual financial needs, and provide comprehensive guidance on a range of banking products and services.
Job Responsibilities
- Proactively engage with new and existing clients to identify financial needs and provide personalized financial planning advice.
- Educate clients on various banking products and services, including savings accounts, investments, loans, insurance, and wealth management solutions.
- Conduct thorough financial needs analysis to understand client objectives, risk tolerance, and time horizons.
- Develop and present customized financial plans and recommendations to clients, ensuring alignment with their goals.
- Monitor client portfolios and provide regular reviews, adj...
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